Pacific Capital Wealth Advisors’s UBS Group UBS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-167	Closed	-$5.16K	–	480
2024 Q3	$5.16K	Hold	167	–	–	﹤0.01%	345
2024 Q2	$4.93K	Hold	167	–	–	﹤0.01%	385
2024 Q1	$5.13K	Buy	+167	New	+$4.93K	﹤0.01%	309

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's UBS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of UBS Group (UBS) in Q4 2024, closing a stake of 167 shares — an estimated $5.16K sold.

Pacific Capital Wealth Advisors first reported a position in UBS in Q1 2024 and held it in 3 quarters. The position peaked at $5.16K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 167 UBS Group shares in Q4 2024, an estimated $5.16K.
Pacific Capital Wealth Advisors first reported a position in UBS Group in Q1 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's UBS Group position peaked at $5.16K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.